Operations Associate

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $36.4 billion in AUM as of June 30, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

Our office in Denver, CO is hiring for a Operations Associate. The Operations Associate will partner with our wealth advisory, financial planning, and internal support teams contributing to the satisfaction, retention, and growth of client relationships.  Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication and problem-solving skills. Successful candidates will be highly dependable, trustworthy, and have exceptional organizational and proofreading skills. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection.

Must be open to starting at 6am or 7am MT to be considered

Salary Range: $24.04hr - $31.25 plus annual bonus 

Duties and Responsibilities

• Onboard and service client accounts: process client account paperwork including internal and custodian agreements, client maintenance items, investment reconciliation, proxy voting, data integrity
• Support regional offices with processing of client cashiering requests including transfer of investment assets, wires, journals, ACH, etc.
• Research and resolve client issues leveraging internal support resources and escalate to management as appropriate
• Assist the wealth advisor, financial planner, and internal departments (investments, billing, finance, etc.) to ensure client requests are executed within defined service level agreements
• Understand and adhere to outlined company policies and procedures to ensure work is completed within firm compliance standards
• Track and document tasks and activities in CRM and other internal systems, ensuring notes are input in a timely and compliant manner
• Develop and maintain trusted relationships with internal associates and departments, custodian partners, and service providers 
• Participate in team projects, business initiatives and participate in training and education opportunities as required

• Bachelor's Degree, preferably with a concentration in Business, Finance, Economics, or related field (equivalent education/experience will be considered)
• Ideal candidates will have 1-3+ years operations experience working in investment advisory, asset management or a financial services company
• Excellent communication skills with ability to develop and maintain strong relationships with team members across the organization
• Strong organization and attention to detail are essential with the ability to prioritize and multi-task effectively in a fast-paced environment
• Highly motivated self-starter with the ability to work collaboratively and independently
• Proficiency using Microsoft Office (Outlook, Word, Excel). Experience with Tamarac, CRM, and custodian websites (Schwab, Fidelity) is highly desired

What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

• 11 Paid Holidays + 2 floating holidays
• 3 Weeks (PTO)
• Paid Volunteer Time
• Flexible Work Schedule